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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,452 | $217,432-15.6% | $185,849-1.3% | $167,536+9.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 65.66% | 148.42%-82.8pp | 122.10%-56.4pp | 478.82%-413.2pp |
| Employer contribution / active EE | $13,307 | $5,875+126.5% | $5,169+157.5% | $4,839+175.0% |
| Participant deferral / active EE | $7,131 | $6,357+12.2% | $5,569+28.1% | $6,342+12.4% |
| Admin fee / account holder | $91 | $19,818-99.5% | $16,244-99.4% | $12,315-99.3% |